Wealth & Relationship Advisor, Premier Banking

DBS Bank Ltd; Hong Kong; Presencial; HKD 420.000 - 640.000; Jornada completa

Descripción de la vacante

DBS Bank Ltd in Hong Kong seeks a driven Relationship Manager in Consumer Banking to grow affluent client relationships and cross-sell wealth management solutions. You will conduct needs analyses, present financial planning products, and deliver customised portfolio reviews while maintaining high service standards.

You will stay up to date with market conditions, ensure compliance with HKMA requirements, and collaborate with the team to achieve sales targets.

Formación

• Minimum of 3 years sales experience in consumer banking, preferably affluent segment
• Strong track record in wealth management product cross-sell
• Licensing: HKMA/RI and IIQE as applicable or equivalent

Responsabilidades

• Promote Financial Planning Services and Wealth Management products to acquire affluent clients
• Build and deepen client relationships; perform portfolio reviews and cross-sell across banking, insurance, and investment products
• Deliver superior client experience and ensure service standards are met
• Adhere to compliance, risk controls, KYC/AML, PDPO, and regulatory requirements
• Collaborate with team to achieve sales targets and share market insights

Conocimientos

Listening skills

Verbal communication

Written communication

Influence others

Self-motivation

Mandarin fluency

English fluency

Educación

Bachelor's degree in Business/Finance

Descripción del empleo

DBS Bank Ltd in Hong Kong seeks a driven Relationship Manager in Consumer Banking to grow affluent client relationships and cross-sell wealth management solutions. You will conduct needs analyses, present financial planning products, and deliver customised portfolio reviews while maintaining high service standards.

You will stay up to date with market conditions, ensure compliance with HKMA requirements, and collaborate with the team to achieve sales targets.